Michael Perez, CFP, CRPC, APMA - Private Wealth Advisor

01/03/2024

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

01/01/2024

Wishing you a happy, healthy and bright year ahead. Happy New Year!

12/22/2023

Wishing you and yours a wonderful holiday season!

12/21/2023

The first day of winter is here! What are you looking forward to this season?

12/21/2023

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead.

12/20/2023

Ameriprise Chief Economist Russell Price offers his reflections on the 2023 U.S. economy and shares his expert insight on what may be in store for the year ahead.

12/14/2023

Have you considered the impact long-term care costs could have on your ability to live the life you’ve planned? Let’s talk about it. There are solutions that can help you be prepared for what may lie ahead.

12/12/2023

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

12/08/2023

May these eight days of celebration bring joy to you and your family. Happy Hanukkah!

12/01/2023

With the holiday season in full swing, gift giving – whether charitable or personal – is top of mind for many. Here are a few factors to consider if you’re planning to give a significant gift to loved ones or charities.

6 strategic factors to consider before you give.

11/29/2023

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.